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- ...strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP) to deliver personalized financial solutions that truly make a difference. Duties: Develop and maintain bespoke financial plans...
- ...Assistant Paraplanner to join their company. Desired Experience & Qualification Matric Qualification BCom Degree (Required) CFP - Diploma in Financial Planning (Advantage) Can read and speak Afrikaans and English (Required) Previous working experience in...
- ...experience would be advantageous. ~ Regulatory Examination (RE5) qualification would be advantageous. ~ Certified Financial Planner (CFP®) designation would be advantageous. ~ Experience working with various LISPs (Linked Investment Service Providers) would be...
- ...Qualification - Matric - Preferable tertiary qualification. - Preference to Investment Management, Financial planning, Accounting, Tax or CFP. Experience - Ideally 3-5 years’ experience in an advisory practice. Please call us on (***)***-**** NB: Should you not...
- ...investment, IT systems, and risk experience in the Financial Services industry) . Designations (Advantageous): Risk management / CFP / CFA designation Technical Skills (Advantageous): Programming abilities and specialist knowledge on regulatory matters (i.e., FAIS...
- ...Participate in branch activities, training, and client events. Desired Experience & Qualification RE5 qualification (Compulsory) CFP designation (Certified Financial Planner) Advantageous Proven track record in financial advice or wealth management Strong...
- ...Postgraduate qualification in Wealth Management, Tax, or Business Administration (preferred). professional certifications such as CFP, CFA, CA(SA), highly desirable. Additional certifications in compliance, fiduciary management, or governance advantageous....
- ...requirements. Requirements: Education: A relevant 3-year degree is essential. A Postgraduate Diploma in Financial Planning ( CFP designation ) or an RE qualification is highly advantageous. Experience: Approximately 5 years of experience within the financial...
- ...knowledge Requirements: Matric certificate Progress toward relevant industry certifications (e.g: PGDip Financial Planning, CFP). At least 3 years working experience at a CAT I FSP investments, long term insurance, employee benefits, medical aid and gap cover...
- ...finance or a relevant field from an accredited South African or international institution. Holds at a minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation an actuarial related background will be advantageous as well. If a CFA Candidate: A minimum of CFA level II...
- ...Paraplanner with a relevant Finance, Investment or Economics Degree AND preferably a Postgraduate Diploma in Financial Planning OR CFP qualification and minimum 5 years’ Paraplanning experience, required for an FSP based in Bloemfontein. Responsibilities: Financial...
- ...experience in Wealth Management (advantageous) ~ Regulatory Representative Certification (RE5) ~ Relevant tertiary qualification (CFP, CA(SA), CFA or similar) ~ Background in Finance, Accounting, or Legal fields preferred Remuneration: Market Related - For...
- ...and PowerPoint. Advantageous Commerce, financial planning or finance-related degree. Working towards RE5 and/or CFP designation Experience using Xplan Benefits Market-related salary, depending on qualifications and experience....
- ...~3–7+ years’ experience in risk insurance or financial services. ~ Grade 12 (Matric). ~ Relevant financial qualification (e.g., CFP or NQF-aligned qualification). ~ FAIS compliant for providing risk advice. ~ Product accreditation with major life insurers (or willingness...
- ...Fluency in English and Afrikaans (spoken and written) Relevant degree (BCom/BusSci/Hons preferred) RE5 regulatory exam completed CFP® qualification (or studying towards it) highly advantageous Proficiency in MS Office (Word, Excel, PowerPoint) Strong...
- ...A relevant financial planning qualification Must be committed to enrolling for and completing the Certified Financial Planner (CFP®) designation Previous experience in a financial services or advisory support role will be advantageous Skills and Qualities Required...
R 25,000 per month
...Job Specification: Certified Financial Planner and Advisor (CFP) Position: Certified Financial Planner and Advisor (CFP) Location: Malmesbury, Bellville, or Swellendam, Western Cape Salary: R25 000 per month About the Opportunity Our client within the...- ...essential. Professional Designation: A Postgraduate Diploma in Financial Planning and registration as a Certified Financial Planner (CFP) is essential. Experience: More than 3 years of dedicated Estate Planning experience . Technical Skills: Advanced...
- ...Licensing: A valid driver's license and access to your own vehicle. Tech Skills: Highly computer literate (specifically proficient in MS Office). Qualifications (Advantageous): A CFP designation and/or a Postgraduate Diploma in Financial Planning will be highly beneficial....
- ...in Finance, Investment Management, Economics, or related field Progress toward or interest in professional qualifications (e.g., CFP) advantageous Strong analytical and numerical skills High attention to detail and accuracy Excellent written and verbal communication...
R 300,000 pa
...solving skills Strong interpersonal and communication skills Ability to work independently and in a team Certification as a CFP (Certified Financial Planner) is a plus Have a minimum of 1 year of experience selling insurance Have a proven track record of...- ...objectives. Qualifications Matric with a professional qualification, or a bachelor’s degree in Finance, Economics, Law, or Sales. CFP (advantageous). Additional Information Behavioral Relationship management & stakeholder influence Commercial acumen and...
- ...'s License and your own reliable vehicle, with a willingness to travel. Added Advantages: Exposure to specialising in investments, a CFP credential, and established relationships in the region. Demonstrated history in roles supporting and developing intermediary practices...
- ...with a trust-led advisory style Ability to operate in a fast-paced, unstructured, high-performance environment Nice to Have CFP, CFA, CAIA, CA(SA), or actively working toward a relevant designation Experience with HNW/UHNW clients Exposure to alternative...
- ...And Experience ~ Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial. ~5 plus years’ experience in an investment industry distribution environment. ~ Extensive experience supporting...
- ...formal qualification in Finance, Financial Planning, Economics, or a related field; a recognized financial planning designation (e.g., CFP or equivalent) is an advantage. Proven experience in a client-facing advisory or financial services role, with strong relationship...
- ...understanding of wealth management, financial planning, investments, and risk solutions. Advantageous Certified Financial Planner (CFP) designation. Experience in offshore investing, fiduciary services, trusts, estates, and succession planning. Knowledge of...
- ...contain and reduce costs You Will Be An Ideal Candidate If You ~ Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred). ~ Have 3 to 5 years’ experience in a Investment, Financial Planning, Wealth Management, and client facing environment...
- ...Tenacity: You are a self-starter who is motivated by high-stakes performance and exceptional rewards. Must hold at least one of the following qualifications: CFP or CFA Charter BCom in Investment Management or Financial Planning BCom in Economics Send your application to...
- ...coupled with the ability to build relationships with affluent clients, will set you up for success. Professional qualifications such as CFP, CFA, CA(SA) or similar would be advantageous, as would experience raising assets and an existing professional network. What you’...